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Nations Financial Group’s Zoom ZM Stock Holding History

Nations Financial Group’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,774
Closed -$464K – 489
2021
Q3 		$464K Sell
1,774
-5,117
-74% -$1.73M 0.07% 271
2021
Q2 		$2.67M Buy
6,891
+5,128
+291% +$1.71M 0.45% 44
2021
Q1 		$566K Sell
1,763
-61
-3% -$22.5K 0.13% 204
2020
Q4 		$615K Sell
1,824
-89
-5% -$39.7K 0.16% 170
2020
Q3 		$899K Sell
1,913
-812
-30% -$260K 0.28% 103
2020
Q2 		$691K Buy
2,725
+506
+23% +$91K 0.25% 125
2020
Q1 		$324K Buy
+2,219
New +$219K 0.14% 181

Other funds holding ZM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nations Financial Group's ZM Position: Q4 2021 in Review

Nations Financial Group sold out of Zoom (ZM) in Q4 2021, closing a stake of 1,774 shares — an estimated $464K sold.

Nations Financial Group first reported a position in ZM in Q1 2020 and held it in 7 quarters. The position peaked at $2.67M in Q2 2021. 813 funds tracked by Wall St. Rank hold ZM as of Q4 2021.

  • Nations Financial Group reported no remaining Zoom position as of Q4 2021 after selling out during the quarter.
  • Nations Financial Group sold 1,774 Zoom shares in Q4 2021, an estimated $464K.
  • Nations Financial Group first reported a position in Zoom in Q1 2020 and held it in 7 quarters.
  • Nations Financial Group's Zoom position peaked at $2.67M in Q2 2021.
  • 813 funds tracked by Wall St. Rank held Zoom as of Q4 2021.

Based on Nations Financial Group's 13F filing for Q4 2021, filed 10 Feb 2022.